Civic Intelligence

Villa Phoenix Inc.

990 • Fiscal year 2023 • EIN 23-7167059

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 12, 2024

Organization ProfileNONE
418 N Lawe StAppleton, WI 54911-5523

(920) 731-1316

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

64th percentile

0.07x

Higher debt load relative to assets than 64% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.07x

Higher debt load relative to revenue than 63% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

34th percentile

-2.9%

Higher net margin than 34% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

89th percentile

$109,125

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

39th percentile

-0.1%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

1.6%

Faster revenue growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$709,087

Down $952 (-0.1%) from 2022

Net Assets

Down

$656,938

Down $15,446 (-2.3%) from 2022

Liabilities

Up

$52,149

Up $14,494 (+38%) from 2022

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin34th percentile

Revenue

Up

$787,861

Up $12,026 (+1.6%) from 2022

Expenses

Up

$810,574

Up $69,848 (+9.4%) from 2022

Net Income

Down

-$22,713

Down $57,822 (-165%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2010: $628,394Liabilities 2010: $18,897Net Assets 2010: $609,4972010Assets 2011: $645,233Liabilities 2011: $19,531Net Assets 2011: $625,7022011Assets 2012: $678,199Liabilities 2012: $56,298Net Assets 2012: $621,9012012Assets 2013: $634,392Liabilities 2013: $41,567Net Assets 2013: $592,8252013Assets 2014: $588,136Liabilities 2014: $19,663Net Assets 2014: $568,4732014Assets 2015: $580,380Liabilities 2015: $30,645Net Assets 2015: $549,7352015Assets 2016: $584,821Liabilities 2016: $20,852Net Assets 2016: $563,9692016Assets 2017: $652,150Liabilities 2017: $17,619Net Assets 2017: $634,5312017Assets 2018: $685,340Liabilities 2018: $12,684Net Assets 2018: $672,6562018Assets 2019: $796,689Liabilities 2019: $154,799Net Assets 2019: $641,8902019Assets 2020: $823,222Liabilities 2020: $171,353Net Assets 2020: $651,8692020Assets 2021: $868,604Liabilities 2021: $218,279Net Assets 2021: $650,3252021Assets 2022: $710,039Liabilities 2022: $37,655Net Assets 2022: $672,3842022Assets 2023: $709,087Liabilities 2023: $52,149Net Assets 2023: $656,9382023Assets 2024: $610,521Liabilities 2024: $31,077Net Assets 2024: $579,4442024

Highlighted filing

2023

Assets$709,087
Liabilities$52,149
Net Assets$656,938
Open 2023 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $489,5572010Expenses 2011: $498,2882011Expenses 2012: $560,4862012Revenue 2013: $524,763Expenses 2013: $554,970Net Income 2013: -$30,2072013Revenue 2014: $546,336Expenses 2014: $570,688Net Income 2014: -$24,3522014Revenue 2015: $649,900Expenses 2015: $663,639Net Income 2015: -$13,7392015Revenue 2016: $695,718Expenses 2016: $684,843Net Income 2016: $10,8752016Revenue 2017: $756,545Expenses 2017: $694,228Net Income 2017: $62,3172017Revenue 2018: $770,979Expenses 2018: $662,326Net Income 2018: $108,6532018Revenue 2019: $709,277Expenses 2019: $666,662Net Income 2019: $42,6152019Revenue 2020: $667,573Expenses 2020: $663,133Net Income 2020: $4,4402020Revenue 2021: $641,712Expenses 2021: $651,691Net Income 2021: -$9,9792021Revenue 2022: $775,835Expenses 2022: $740,726Net Income 2022: $35,1092022Revenue 2023: $787,861Expenses 2023: $810,574Net Income 2023: -$22,7132023Revenue 2024: $741,839Expenses 2024: $830,980Net Income 2024: -$89,1412024

Highlighted filing

2023

Revenue$787,861
Expenses$810,574
Net Income-$22,713
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 12, 2024
Return Version
2023v5.0
Gross Receipts
$787,861
Mission and Program Overview

Mission

To provide residential services to individuals with mental health and aoda.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$318,276$320,757▲ $2,481
Cash and Non-Interest-Bearing Accounts$121,098$119,150▼ $1,948
Land, Buildings, and Equipment, Net$129,021$118,090▼ $10,931
Accounts Receivable$67,933$64,425▼ $3,508
Prepaid Expenses and Deferred Charges$2,080$7,767▲ $5,687
Total Assets$710,039$709,087▼ $952
Other Assets Total$71,631$78,898▲ $7,267
Liabilities
Accounts Payable and Accrued Expenses$37,655$52,149▲ $14,494
Total Liabilities$37,655$52,149▲ $14,494
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$672,384$656,938▼ $15,446
Total Net Assets Fund Balance$672,384$656,938▼ $15,446
Total Liabilities and Net Assets / Fund Balance$710,039$709,087▼ $952

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$87,069$339,893$426,962
Other Land Buildings$17,964$58,623$76,587
Equipment$1,057$26,123$27,180
Land$12,000-$12,000
Other Assets Org$78,898--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$71,631-▲ $7,964-$78,898
2022$84,681-▼ $12,328-$71,631
2021$76,246-▲ $9,202-$84,681
2020$70,707-▲ $6,179-$76,246
2019$60,689-▲ $10,698-$70,707
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ann LuxExecutive DiFT$109,125$109,125

Board Members and Trustees

NameTitle
James HietpasPresident
Sheila FenolioDirector
Jan ThompsonSecretary
Luke JacobsTreasurer
Stephanie FergusonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$5,500
Program Service Revenue
$779,880
Investment Income
$2,481
Other Revenue
$0
All Other Contributions
$5,500
Change in Net Assets
$-22,713

Audited Revenue Reconciliation

Revenue per Audited Statements
$787,861
Total Revenue per Audited Statements
$787,861
Total Revenue per Form 990
$787,861
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$620,539
Other Expenses$190,035
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$377,365$32,814-$410,179
Current Officers, Directors, Trustees, and Key Employees$100,395$8,730-$109,125
Other Employee Benefits$57,993$5,043-$63,036
Payroll Taxes$35,143$3,056-$38,199
Insurance$30,032$5,300-$35,332
Fees for Services Other$17,295$14,035-$31,330
Depreciation Depletion$12,543$660-$13,203
Other Expenses$8,962--$8,962
All Other Expenses$6,319$1,228-$7,547
Fees for Services Accounting-$2,977-$2,977
Conferences and Meetings$2,488$277-$2,765
Office Expenses$221$2,516-$2,737
Travel$1,343$149-$1,492
Total Functional Expenses$733,789$76,785$0$810,574

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$810,574
Total Expenses per Audited Statements$810,574
Total Expenses per Form 990$810,574
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“990 was reviewed by the executive director before being filed.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Villa Phoenix Inc
EIN
23-7167059
Phone
9207311316
Address
418 N LAWE ST, APPLETON, WI 54911-5523

Signing Officer

Name
Ann Lux
Title
Executive Director
Phone
9207311316
Signed
2024-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Lux
Formed
1971
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
15

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Greg Heino
Phone
9207334957
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Gain on investment in community fdtn 7,267”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The organization's intended use of its endowment funds is to generate income to support the needs of the organization.”

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0704787
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0339893
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0426962
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0697
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt071631
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt078898
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt07964
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0722
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt071631
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-12328
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0768
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt084681
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt026123
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027180
IRS990ScheduleD/ExpensesSubtotalAmt0810574
IRS990ScheduleD/LandGrp/BookValueAmt012000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt012000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt078898
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSETS AT COMMUNITY FOUNDATION
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt058623
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt076587
IRS990ScheduleD/RevenueSubtotalAmt0787861
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S INTENDED USE OF ITS ENDOWMENT FUNDS IS TO GENERATE INCOME TO SUPPORT THE NEEDS OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0118090
IRS990ScheduleD/TotalBookValueOtherAssetsAmt078898
IRS990ScheduleD/TotalExpensesPerForm990Amt0810574
IRS990ScheduleD/TotalRevenuePerForm990Amt0787861
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0787861
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GAIN ON INVESTMENT IN COMMUNITY FDTN 7,267
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt05500
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt076785
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0733789
IRS990/TotalFunctionalExpensesGrp/TotalAmt0810574
IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceExpensesAmt0733789
IRS990/TotalProgramServiceRevenueAmt0779880
IRS990/TotalReportableCompFromOrgAmt0109125
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0779880
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0787861
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IRS990/TravelGrp/TotalAmt01492
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0APPLETON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054911
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN LUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09207311316
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VILLA PHOENIX INC
ReturnHeader/Filer/BusinessNameControlTxt0VILL
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ReturnHeader/Filer/PhoneNum09207311316
ReturnHeader/Filer/USAddress/AddressLine1Txt0418 N LAWE ST
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391520996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 WEST COLLEGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APPLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054914
ReturnHeader/PreparerPersonGrp/PhoneNum09207334957
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG HEINO
ReturnHeader/ReturnTs02024-08-12T13:44:08-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$709,087
Liabilities
$52,149
Net assets
$656,938
Revenue
$787,861
Expenses
$810,574
Net income
-$22,713
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.11$0.31$5.79$7.42$8.31$0.89
2023Detailed filing. Detailed filing data is available for this year.$7.09$0.52$6.57$7.88$8.11$0.23
2022Detailed filing. Detailed filing data is available for this year.$7.10$0.38$6.72$7.76$7.41$0.35
2021Detailed filing. Detailed filing data is available for this year.$8.69$2.18$6.50$6.42$6.52$0.10
2020Detailed filing. Detailed filing data is available for this year.$8.23$1.71$6.52$6.68$6.63$0.04
2019Detailed filing. Detailed filing data is available for this year.$7.97$1.55$6.42$7.09$6.67$0.43
2018Detailed filing. Detailed filing data is available for this year.$6.85$0.13$6.73$7.71$6.62$1.09
2017Detailed filing. Detailed filing data is available for this year.$6.52$0.18$6.35$7.57$6.94$0.62
2016Detailed filing. Detailed filing data is available for this year.$5.85$0.21$5.64$6.96$6.85$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.80$0.31$5.50$6.50$6.64$0.14
2014Detailed filing. Detailed filing data is available for this year.$5.88$0.20$5.68$5.46$5.71$0.24
2013Detailed filing. Detailed filing data is available for this year.$6.34$0.42$5.93$5.25$5.55$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.78$0.56$6.22$5.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.45$0.20$6.26$4.98
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.28$0.19$6.09$4.90